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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,814 | $61,356-9.0% | $149,696-62.7% | $71,511-21.9% |
| Participation rate | 94.2% | 62.5%+31.7pp | 78.8%+15.4pp | 67.9%+26.3pp |
| Annual return | 90.58% | 35.86%+54.7pp | 134.46%-43.9pp | 28.86%+61.7pp |
| Employer contribution / active EE | $16,642 | $2,382+598.8% | $4,821+245.2% | $2,589+542.8% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $3 | $1,263-99.8% | $13,212-100.0% | $1,588-99.8% |